GSK plc
XETRA:GS71

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GSK plc
XETRA:GS71
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Price: 20.63 EUR 1.43%
Market Cap: 84.1B EUR

GSK plc
Investor Relations

In the heart of the pharmaceutical landscape, GSK plc stands as a venerable institution that intertwines scientific discovery with patient well-being. Originally founded as GlaxoSmithKline, the company has navigated the evolving demands of healthcare with a deft blend of innovation and strategic acumen. As a major player in the global healthcare sector, GSK operates within three principal segments: Pharmaceuticals, Vaccines, and Consumer Healthcare. Each division dances to the beat of discovery and development, bringing forward medicines and vaccines that address acute and chronic health challenges ranging from respiratory illnesses to immunological disorders. This operational design not only aligns with the urgent medical needs of populations worldwide but also creates diverse revenue streams that fortify the company’s financial foundation.

Delving deeper, GSK generates its income through a meticulously structured business approach. In Pharmaceuticals, it harnesses cutting-edge research and development to create novel therapies, with a strong emphasis on therapeutic areas such as HIV and oncology. The Vaccines division spearheads innovations by focusing on prophylactic solutions, producing vaccines that combat diseases like influenza and shingles, thereby playing a pivotal role in global public health initiatives. Meanwhile, the Consumer Healthcare unit offers a portfolio of brands that have become household staples, catering to wellness and everyday health needs. This multifaceted business model ensures that GSK remains resilient amidst the fluctuations of industry trends and regulatory landscapes, continually maintaining its relevance within the global healthcare sphere by advancing medicines and nurturing health through a blend of science and strategy.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 29, 2025
AI Summary
Q3 2025

Upgraded Guidance: GSK raised its 2025 guidance for sales (now 6–7% growth), operating profit (9–11%), and EPS (10–12%) after strong Q3 results and positive momentum in specialty medicines and HIV.

Specialty Medicine Growth: Specialty Medicines sales grew 16%, driven by RI&I, oncology, and HIV. Outlook for this segment was raised from low- to mid-teens percentage growth.

Strong Cash Generation: Year-to-date cash flow remains robust at GBP 6.3 billion, supporting both investment and shareholder returns.

Margin Expansion: Core operating profit rose 11%, EPS up 14%. Operating margin improved 90 bps, helped by SG&A discipline and product mix.

Pipeline & R&D Progress: GSK highlighted major late-stage pipeline momentum, four FDA approvals year-to-date, and investments of $30 billion in US R&D and manufacturing over five years.

HIV Momentum: HIV portfolio grew 12% in Q3, led by strong uptake of long-acting injectables. HIV guidance for 2025 was raised to around 10% growth.

Vaccines & General Medicines: Vaccines sales rose 2% (with Shingrix up 13% and strong ex-US growth), and General Medicines grew 4%, with Trelegy up 25%.

Oncology & Launch Execution: BLENREP and Jemperli are expected to be significant growth drivers, with clinical and regulatory milestones ahead. Management sees these assets as underappreciated by the market.

Key Financials
Sales
GBP 8.5 billion
Core EPS
55p
Cash Generated from Operations (YTD)
GBP 6.3 billion
Vaccines Sales
GBP 2.7 billion
Year-to-Date Operating Margin
33.9%
Dividend per share (Q3)
16p
Shareholder Distributions (YTD)
GBP 3 billion
Earnings Call Recording
Other Earnings Calls

Management

Ms. Emma Natasha Walmsley
CEO & Director

Emma Natasha Walmsley is a prominent British business executive and the CEO of GSK plc (GlaxoSmithKline), a leading global healthcare company. Born on June 6, 1969, in Barrow-in-Furness, England, Walmsley attended Oxford University, where she studied Classics and Modern Languages. Before joining GSK, Walmsley spent 17 years at L'Oréal, where she gained extensive experience in marketing and management, eventually leading their consumer products division in China. In 2010, she joined GSK as President of Consumer Healthcare Europe, and her significant contributions led to her appointment as CEO of Global Consumer Healthcare in 2015. In March 2017, Walmsley became the CEO of GSK, making her one of the few women to lead a major pharmaceutical company. Under her leadership, she has focused on restructuring the business, emphasizing innovation in pharmaceutical development, and preparing the company to better compete in global markets. Walmsley has been recognized for her commitment to driving cultural change and her forward-thinking approach in an industry facing rapid evolution and significant challenges.

Ms. Julie Belita Brown A.C.A.
CFO & Executive Director

Julie Belita Brown is a notable figure in the pharmaceutical and biotechnology industries, recognized for her extensive expertise and leadership. She is a Chartered Accountant (A.C.A.) and has held prominent positions in major corporations, providing her with a broad range of experience in financial and operational management. Julie Brown serves as the Chief Financial Officer & Executive Director of GSK plc, a leading global healthcare company. Her role involves overseeing the financial health of the company, driving financial performance, and contributing to GSK's strategic decision-making process. Her leadership is crucial in navigating the complexities of the pharmaceutical market, ensuring financial rigor and supporting GSK's mission to improve the quality of human life by enabling people to do more, feel better, live longer. Before joining GSK, Julie Brown amassed a wealth of experience in various industries. She served as the Chief Financial Officer and Chief Operating Officer at Burberry, where she played a pivotal role in the company's strategic transformations and operational efficiency initiatives. Her career also includes significant roles at AstraZeneca, where she further honed her skills in the pharmaceutical sector. Julie is recognized for her acumen in financial management, strategic insight, and her ability to lead and inspire large teams. Her contributions to the industry have made a significant impact, not only in terms of corporate success but also in advancing the broader objectives of healthcare innovation and sustainability.

Ms. Shobie Ramakrishnan
Chief Digital & Technology Officer

Shobie Ramakrishnan is a prominent executive at GSK plc, where she serves as the Chief Digital and Technology Officer (CDTO). She is responsible for leading GSK's digital transformation and technology strategy, focusing on integrating digital tools, data, and technology across the company's operations to drive innovation and efficiency. With a strong emphasis on leveraging technology to enhance scientific excellence and streamline business processes, Ramakrishnan plays a critical role in positioning GSK as a more digitally agile and competitive organization. Prior to her role at GSK, Shobie Ramakrishnan has held various leadership positions in the technology and digital sectors, bringing a wealth of experience to her position. Her career has spanned multiple industries, including healthcare, showcasing her ability to adapt and lead in dynamic environments. As CDTO, she works closely with GSK's leadership team to ensure that digital initiatives align with the company's broader strategic goals and commitments to patients and healthcare providers globally. Known for her strong leadership skills and strategic vision, Ramakrishnan is committed to fostering a culture of innovation within GSK. Her work involves collaborating with cross-functional teams to explore new digital solutions, optimize existing processes, and implement cutting-edge technologies to support R&D, manufacturing, and commercial activities. Her leadership is integral to GSK's efforts to harness the power of digital technologies in the rapidly evolving pharmaceutical landscape.

Mr. Tony Wood
Chief Scientific Officer and Head of R&D

Tony Wood is an esteemed executive in the pharmaceutical industry, serving as the Chief Scientific Officer (CSO) at GSK plc. With a strong background in biochemistry and extensive experience in drug discovery and development, he plays a pivotal role in steering GSK’s scientific research and innovation strategies. Tony Wood joined GSK after a notable career at Pfizer, where he held various leadership positions, including Senior Vice President and Head of Worldwide Medicinal Chemistry. His work has been instrumental in advancing research methodologies and introducing cutting-edge technologies to streamline drug discovery processes. At GSK, Tony Wood oversees the company’s R&D operations, driving scientific excellence and fostering a culture of innovation. His leadership focuses on maximizing the potential of GSK’s diverse portfolio in areas like oncology, immunology, and infectious diseases. Tony Wood is recognized for his contributions to the scientific community, including numerous publications and patents. His commitment to enhancing the effectiveness of pharmaceutical research has been influential in shaping industry trends and improving patient outcomes globally.

Ms. Sarah Elton-Farr
Head of Investor Relations

Sarah Elton-Farr is recognized as the Senior Vice President of Investor Relations at GSK plc. With a strong background in communications and investor relations, she plays a vital role in managing GSK’s engagement with the investment community. Her responsibilities include communicating the company's financial performance and strategic direction to investors and analysts. Prior to her role at GSK, she held significant positions in similar fields, reflecting her deep expertise in corporate communications and financial strategy. Her efforts contribute to fostering transparency and trust between the company and its shareholders.

Ms. Sally Jackson
Senior Vice President of Global Communications & CEO Office

Sally Jackson is not a recognized executive officer at GSK plc based on the information available. Therefore, it is possible that there might be a mistake or confusion regarding the name or position. If you have more specific details about the role or other identifiers for this person within GSK, please provide that information for a more accurate response. Otherwise, it may be prudent to check GSK's current executive leadership roster or official announcements for updates.

Mr. David Simon Redfern BSc (Hons), CA
President of Corporate Development

David Simon Redfern is a well-regarded executive at GSK plc, a leading global healthcare company. He holds a Bachelor of Science (Honours) degree and is a Chartered Accountant, which provides him with a strong foundation in finance and management. At GSK, David has held several significant roles, contributing to the company's strategic and operational initiatives. His career at GSK is marked by his leadership in areas such as corporate strategy, business development, and global operations, playing a pivotal role in shaping the company's direction. His expertise in finance and strategic planning has been instrumental in GSK's efforts to innovate and expand its global footprint. David Redfern's reputation in the pharmaceutical industry is that of a strategic thinker with a deep understanding of market dynamics and operational efficiencies. His leadership style is often characterized by a focus on sustainable growth, ethical practices, and harnessing innovation to drive business success. David continues to be a key player in GSK's executive team, contributing to the company's mission to improve the quality of human life by enabling people to do more, feel better, and live longer.

Ms. Diana Conrad
Chief People Officer

**Diana Conrad** is the Chief People Officer at GSK plc, a position she has held since April 2022. Before stepping into this role, she was instrumental within the company as Senior Vice President of Human Resources for GSK's Pharmaceuticals and Vaccines business. Diana has been with GSK since 2000, showcasing her deep-rooted experience and dedication. Throughout her career at GSK, she has held various leadership roles in human resources, reflecting her strong acumen in people management and organizational development. Her career also spans international experience, as she was based in Canada before taking on her global role in the UK. Recognized for her leadership skills, Diana is committed to fostering an inclusive and innovative work environment, aligning with GSK's objectives of prioritizing employee well-being and productivity. Her strategic oversight in human resources plays a crucial role in GSK's transformation and growth initiatives, contributing significantly to their success in biopharma and consumer healthcare sectors.

Mr. Philip C. Thomson
President of Global Affairs

**Philip C. Thomson** is a prominent figure at GSK plc, serving as Chief Global Impact Officer. He has played a central role in shaping the company's global strategy and influence. Thomson joined GSK in 1989, bringing with him vast experience and expertise accumulated through a series of senior leadership and strategic roles within the company. His comprehensive understanding of corporate affairs and global health challenges is integral to GSK’s efforts in making healthcare accessible worldwide. Thomson has been instrumental in leading GSK’s initiatives in sustainability and community impact, ensuring the organization's operations align with broader global health and environmental goals. His leadership underscores GSK’s commitment to delivering impactful and lasting positive change in the health sector globally.

Mr. Luke V. Miels
Chief Commercial Officer

Luke V. Miels is a prominent figure in the pharmaceutical industry, currently serving as the Chief Commercial Officer at GSK plc, one of the world's leading pharmaceutical and healthcare companies. Miels plays a crucial role in driving the strategic commercial operations of the company. Prior to joining GSK, he accumulated extensive experience in the industry, having held various senior positions at major companies. Before his role at GSK, Miels was the Executive Vice President for AstraZeneca, where he was responsible for overseeing the company's product and commercial strategy, along with global product and portfolio strategy. His career has also included roles at Roche, Sanofi, and other major pharmaceutical firms, where he was known for his leadership and strategic vision. At GSK, Miels's responsibilities include leading the company's global commercial billings, focusing on marketing, sales, and worldwide commercialization efforts. He is recognized for his skills in steering product launches and optimizing commercial performance to drive business growth. Miels has been instrumental in bringing innovative healthcare solutions to the market, highlighting his commitment to improving patient outcomes. His efforts contribute significantly to GSK's mission to benefit millions of people worldwide by advancing the boundaries of science and medicine.

Contacts

Address
MIDDLESEX
Brentford
980 Great West Road
Contacts
+442080475000
www.gsk.com